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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,764 | $84,708+37.8% | $75,714+54.2% | $167,536-30.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 30.19% | 199.62%-169.4pp | 104.62%-74.4pp | 478.82%-448.6pp |
| Employer contribution / active EE | $703 | $3,231-78.2% | $2,744-74.4% | $4,839-85.5% |
| Participant deferral / active EE | $1,506 | $4,577-67.1% | $3,820-60.6% | $6,342-76.2% |
| Admin fee / account holder | $10,281 | $5,358+91.9% | $3,619+184.1% | $12,315-16.5% |